Archived Quarterly Market Reviews

QMR – 2015 Q4

Transition from Haberling Financial Group to HFG Trust
Discussion of turbulence in 2015
Intended economic growth not seen, despite low rates
HFG portfolio strategy

QMR – 2015 Q3

Rebound and recovery of US equity markets
Value vs. Growth investing
Valuations create interest in Emerging Markets

QMR – 2015 Q2

Discussion of risk
Averages don’t communicate the entire story
Valuation determines future return
Valuations are at the top deciles of highs

QMR – 2015 Q1

CFA Society’s Annual Event
New brand of Quantitative Easing implemented by European Union
HFG’s response to unusual market behavior

QMR – 2014 Q4

2014 was the 6th straight year of gains for the S&P 500 (13.69%)
Since 1928 there have only been three other occurrences of six

QMR – 2014 Q3

S&P 500 and Dow Jones Industrial up 1.13% and 0.51%, respectively for the quarter
10 Year Treasury Yield decreased in the 3Q from 2.58

QMR – 2014 Q2

S&P 500 and DJIA up 5% and 3%, respectively for the quarter
10 Year Treasury Yield declines in 2Q from 2.73% to 2.53%
Barclays

QMR – 2014 Q1

Overview of Historical Bubbles
Significant amount of IPO activity
Slight increase in stock and bond prices for the first quarter
New Leadership of the

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